Member Services Representative

Essential Functions & Responsibilities:
E 60% Assists members with opening and closing accounts, processes transactions, and addresses and
resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed,
along with recommendations for resolution.
E 10% Identifies opportunities to cross-sell additional products or services to members.
E 10% Confers with members by telephone or in person to provide information about products or
services.
E 10% Maintains accurate member account information on computer system and prepares required
reports as needed.
E 5% Acts as liaison between members and various departments.
N 5% Performs other job related duties as assigned.